Actionstep + Slack + Google Sheets Integrations

How to connect Actionstep + Slack + Google Sheets

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Do even more with Actionstep + Slack + Google Sheets

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Actionstep, Slack, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Matter
Triggers when an action/matter is created.
Trigger
Instant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
New File Note
Triggers when a new file note is created.
Trigger
Instant
New Contact
Triggers when a participant/contact is created.
Trigger
Instant
Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant

New Task
Triggers when a new task is created.
Trigger
Instant
Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant

Add Participant to Matter
Adds a participant to an action/matter.
Action
Write

Actionstep
Creates a new action/matter.
Scheduled
Action
Actionstep
Creates a company contact.
Scheduled
Action
Actionstep
Creates a new file note for an action/matter.
Scheduled
Action
Actionstep
Creates an individual contact.
Scheduled
Action
Actionstep
Creates a task for an action/matter.
Scheduled
Action
Actionstep
Create a disbursement.
Scheduled
Action
Actionstep
Creates a time entry.
Scheduled
Action
Actionstep
Update company contact
Scheduled
Action
Actionstep
Updates an existing file note.
Scheduled
Action
Actionstep
Update an individual contact
Scheduled
Action
Actionstep
Updates a matter.
Scheduled
Action
Actionstep
Updates a matter custom field value.
Scheduled
Action
Actionstep
Updates a task.
Scheduled
Action
Actionstep
Find a matter custom field based on the supplied custom field name.
Scheduled
Action
Actionstep
Finds a tax code record based on the supplied code.
Scheduled
Action
Actionstep
Retrieve a matter custom field value based on the supplied custom field id and matter id.
Scheduled
Action
Actionstep
Find a contact/participant by name or ID.
Scheduled
Action
Actionstep
Finds a matter/action by name or ID.
Scheduled
Action
Actionstep
Find a contact based on different search criteria.
Scheduled
Action
Actionstep
Find a matter based on different search criteria.
Scheduled
Action
Actionstep
Find or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
Scheduled
Action
Actionstep
Find a contact based on different search criteria.
Scheduled
Action
Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
Slack
Triggers whenever a new #channel is created.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
Slack
Triggers when you save a message.
Instant
Trigger
Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
Slack
Creates a new channel.
Scheduled
Action
Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Sets the topic on a selected channel.
Scheduled
Action
Slack
Update basic profile fields such as name or title
Scheduled
Action
Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
Slack
Finds a user by their ID.
Scheduled
Action
Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
Slack
Finds a user by their username.
Scheduled
Action
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
Google Sheets
Format a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
Google Sheets
Update one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
Google Sheets
Finds many matched rows (500 max.) by a column and value.
Scheduled
Action
Google Sheets
Finds a worksheet by title.
Scheduled
Action
Google Sheets
Returns many rows (500 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Google Sheets
Finds or creates a specific find worksheet.
Scheduled
Action
Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action

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How Actionstep + Slack + Google Sheets Integrations Work

Step 1: Authenticate Actionstep, Slack, and Google Sheets.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Actionstep + Slack + Google Sheets

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

CRM (Customer Relationship Management)

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more